GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.55M
3
+$269K
4
CNI icon
Canadian National Railway
CNI
+$234K
5
BNS icon
Scotiabank
BNS
+$202K

Top Sells

1
+$42.6K
2
+$36K
3
+$34.1K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$30.6K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$24.7K

Sector Composition

1 Financials 29.28%
2 Technology 15.65%
3 Industrials 13.1%
4 Consumer Discretionary 6.13%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BEP icon
51
Brookfield Renewable
BEP
$8.05B
$2.54M 0.85%
98,422
+3,264
AVGO icon
52
Broadcom
AVGO
$1.84T
$2.49M 0.84%
7,544
XLK icon
53
State Street Technology Select Sector SPDR ETF
XLK
$47.9B
$2.22M 0.74%
7,859
-121
LLY icon
54
Eli Lilly
LLY
$904B
$2.2M 0.74%
2,887
LRCX icon
55
Lam Research
LRCX
$199B
$1.97M 0.66%
14,736
+70
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.9M 0.64%
3,778
ABBV icon
57
AbbVie
ABBV
$400B
$1.87M 0.63%
8,072
+8
ASML icon
58
ASML
ASML
$427B
$1.87M 0.63%
1,927
+98
TU icon
59
Telus
TU
$20.9B
$1.8M 0.6%
114,256
+2,429
SOXX icon
60
iShares Semiconductor ETF
SOXX
$17.4B
$1.79M 0.6%
6,620
-91
IVZ icon
61
Invesco
IVZ
$11.7B
$1.58M 0.53%
68,940
+2,616
V icon
62
Visa
V
$639B
$1.57M 0.53%
4,599
+1
TAK icon
63
Takeda Pharmaceutical
TAK
$44.8B
$1.52M 0.51%
103,875
+3,827
BBU
64
Brookfield Business Partners
BBU
$3.16B
$1.45M 0.49%
44,270
+2,276
MAA icon
65
Mid-America Apartment Communities
MAA
$15.4B
$1.41M 0.47%
10,060
-305
NOC icon
66
Northrop Grumman
NOC
$78.3B
$1.41M 0.47%
2,306
ABT icon
67
Abbott
ABT
$217B
$1.4M 0.47%
10,424
+33
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$52.7B
$1.39M 0.47%
25,850
PFE icon
69
Pfizer
PFE
$148B
$1.38M 0.46%
53,998
+1,117
GOOG icon
70
Alphabet (Google) Class C
GOOG
$3.89T
$1.36M 0.46%
5,601
KLAC icon
71
KLA
KLAC
$160B
$1.36M 0.46%
1,258
MRK icon
72
Merck
MRK
$248B
$1.33M 0.45%
15,823
+362
AAPL icon
73
Apple
AAPL
$4.12T
$1.22M 0.41%
4,798
+3
OMC icon
74
Omnicom Group
OMC
$23.3B
$1.2M 0.4%
14,766
+783
VTR icon
75
Ventas
VTR
$37.9B
$1.14M 0.38%
16,235
-514
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3
4 5